Investing Insights

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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

  1. HACE 2 H

    Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know

    Macroeconomic conditions are squeezing US airlines and travelers just in time for the summer travel season.  Higher fuel costs due to the conflict in the Middle East are pushing up ticket prices. The latest Consumer Price Index report showed fares rose by about 3% in April. Meanwhile, choices for cheap seats decreased when Spirit Airlines went out of business in May. The ultra low-cost carrier blamed soaring energy prices. What does this uptick in energy inflation mean for airlines’ profits and travelers’ wallets?   Nic Owens is an equity analyst for Morningstar and covers the North American airlines. April CPI Report Shows Inflation Broadening As Energy Spike Impact Spreads On this episode: 00:00:00 Welcome 00:01:21 Energy prices and airline profit outlooks 00:02:40 How this summer's travel demand stacks up  00:04:01 Which Big Four airlines are most and least vulnerable  00:05:44 Who will compete for Spirit's former customers 00:07:00 Tips for travelers   00:08:51 What Morningstar’s analyst thinks about airline stocks Watch more from Morningstar: Bond ETF Flows Just Flipped. Here's What It Means for You How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities 10 Exceptional Stocks With Double-Digit Dividend Raises   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    12 min

  2. 15 MAY

    Bond ETF Flows Just Flipped. Here's What It Means for You

    ltrashort bond funds are experiencing highs and lows this year.    They racked up a record $24 billion monthly inflow in March. But their fortunes reversed in April. Investors yanked out $1.6 billion. It was the biggest monthly outflow for the category in about two years. Ultrashort bond funds and similar fixed-income investments attract investors seeking a safe haven. They also generate cash and help moderate portfolio risks. So why are investors leaving now? What should you know before adding them to your portfolio?    Morningstar’s ETFInvestor newsletter editor Dan Sotiroff is here to answer that.  And the associate director of US passive strategies research will reveal which shorter-term bond ETFs have high ratings from Morningstar.   Subscribe to Morningstar Investor Newsletters https://newsletters.morningstar.com/   On this episode: 00:00:00 Welcome 00:01:33 Three types of shorter-term bonds explained 00:03:54 Comparison to money market funds and CDs 00:07:05 Why investor poured into funds before reversing course  00:08:34 Who else are these suited for beyond income investors 00:11:11 Top-rated ultrashort and short-term bond ETFs 00:13:22 Top-rated short-term government bond ETFs 00:14:09 Takeaway for income investors   Watch more from Morningstar: How Big Tech’s Bond Spree and Rising US Debt Are Creating Risks and Opportunities 10 Exceptional Stocks With Double-Digit Dividend Raises Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    16 min

  3. 8 MAY

    How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities

    Is a global debt emergency on the horizon?   Big Tech’s bond-issuing spree is helping to pay for its massive artificial intelligence buildout. And it’s not expected to slow down this year.  Meanwhile, the US federal deficit has swelled to about $39 trillion, according to the US Treasury Department. That’s raising red flags about the potential impact on the Treasuries market. Government and corporate debt are growing but for different reasons. How should investors think about it?   Dominic Pappalardo is the chief multi-asset strategist for Morningstar Wealth. It’s part of registered investment advisor, Morningstar Investment Management.     Why Bonds Still Have Long-Term Appeal Despite Recent Wobbles     On this episode: 00:00:00 Welcome 00:01:29 Big Tech's AI bond-issuing spree explained 00:03:51 What's driving the US federal deficit higher 00:06:04 Calls to prepare for a bond market emergency  00:07:38 Government vs. corporate debt key differences 00:08:45 Potential risks lurking in today's bond market 00:10:33 Bond portfolio opportunities and investor takeaways   Watch more from Morningstar: 10 Exceptional Stocks With Double-Digit Dividend Raises Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff? Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    16 min

  4. 1 MAY

    10 Exceptional Stocks With Double-Digit Dividend Raises

    A rare group of dividend-paying stocks are standing out for their exceptional qualities. They’ve racked up five straight years of dividend growth of 10% or more. And they’ve passed several rigorous checks. Morningstar’s DividendInvestor newsletter editor David Harrell dug into the data to identify this year’s class of Dividend Growers. Subscribe to Morningstar’s DividendInvestor newsletter.  On this episode: 00:00:00 Welcome 00:01:08 Dividend Growers qualifications and key caveats 00:03:17 How the 2026 Dividend Growers list changed from last year 00:04:11 Meet the three newcomers: Intuit, Motorola Solutions, and TJX 00:05:43 Near-miss stocks and why the group’s average yields run higher 00:08:19 Who dividend growth stocks suit 00:11:13 Which 2026 Dividend Growers look undervalued now   Watch more from Morningstar: Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff? Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years? Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    14 min

  5. 24 ABR

    Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?

    What’s fueling Wall Street’s optimism? While geopolitical tensions between the US and Iran are dominating headlines, US stocks recently hit an all-time high. The global oil shock is just one major disruption to rattle investors before receding this year. The enthusiasm for the artificial intelligence boom also waned in early 2026. So, what should investors make of the market’s fluctuating mood? Tom Lauricella is the global markets editor for Morningstar Inc. and the editor of Smart Investor newsletter. What War? US Stocks Hit Record Highs   On this episode: 00:00:00 Welcome 00:01:20 Markets’ Response to the Iran War 00:02:40 Why Stocks Hit Record Highs Despite the Oil Shock 00:04:50 Earnings Season and Investor Sentiment 00:05:49 Big Tech Crosswinds and the Bond Market 00:09:04 Concerns About Private Credit Markets 00:11:07 Inflation, the Fed, and Leadership Transition   Watch more from Morningstar: Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years? These 8 Funds Could Help Steady Portfolios During Rough Markets   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    17 min

  6. 17 ABR

    Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top

    Vanguard redefined investor-first for the better, and it’s aiming to maintain that reputation. Vanguard revolutionized passive investing when it created the first retail index fund. The behemoth asset manager continues to attract swells of everyday investors and money with headline-making fee cuts that put pressure on rivals to follow suit. But Vanguard is also seeking to develop an edge in new areas. It’s going full force on active bond ETFs, for example, and creating a target-date trust series to provide retirees the security of a predictable income. This week’s episode is the second of a two-part series examining what’s going on with Vanguard in 2026. Dan Sotiroff, associate director of US passive strategies research for Morningstar, covers Vanguard. Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years? On this episode: 00:00:00 Welcome   00:01:40  Vanguard's Growth: Challenges of Doubling Its Client Base  00:03:28 Vanguard's Evolving Leadership   00:06:15 Fund Fee Cuts and Revenue Impact  00:10:17 Target-Date Fund Series With TIAA to Offer Guaranteed Income   00:12:04 Combining Public and Private Assets in Multi-Asset Investments With Wellington and Blackstone   00:14:39 Active Fixed-Income Push and Two New High-Yield Bond ETFs   00:19:51 Vanguard's Top Priorities for 2026    Watch more from Morningstar: Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?These 8 Funds Could Help Steady Portfolios During Rough Markets Why Bond Funds Benefit from Active Management   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    22 min

  7. 10 ABR

    Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?

    Will Vanguard’s next 50 years live up to its first half century? The popular investment firm counts millions of everyday investors among its clients. Vanguard CEO Salim Ramji joined the firm from its rival, BlackRock. Ramji is influencing Vanguard’s direction while keeping the overall mission intact. But the company continues to evolve under the new leadership, with a greater emphasis on advice and the launch of new funds. This episode is the first of a two-part series examining what’s going on with Vanguard in 2026. Dan Sotiroff, Vanguard analyst and the associate director of US passive strategies research for Morningstar, joined Investing Insights. Vanguard Investors Cleaned Up https://www.morningstar.com/funds/vanguard-investors-cleaned-up On this episode:   00:00:00 Welcome 00:01:28 Vanguard’s New Era Under CEO Salim Ramji 00:02:56 Vanguard Splits Into Two Investment Advisors 00:07:17 Analyst’s Thoughts on the Firm’s SEC Scrutiny and Fine 00:10:03 Seeking ETF Share Class Approval for Active Funds 00:12:01 New Active Equity ETFs and Coverage Outlook   Watch more from Morningstar: These 8 Funds Could Help Steady Portfolios During Rough Markets Why Bond Funds Benefit from Active Management These Top Tech Stocks Can Stand Up to AI Risks     Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    16 min

  8. 3 ABR

    These 8 Funds Could Help Steady Portfolios During Rough Markets

    Too many funds and stocks in a portfolio can create clutter and make rebalancing time-consuming. Allocation funds such as balanced funds can make it easier to stay diversified and invested during market volatility. That’s because these funds automatically rebalance, moderating big gains and losses. And the funds can provide exposure to more than one security type and market. Russ Kinnel, senior principal of ratings for Morningstar and editor of Morningstar FundInvestor newsletter, discusses his list of the best balanced and allocation funds. Subscribe to Morningstar FundInvestor newsletter. On this episode: 00:00:00 Welcome 00:00:48 Balanced funds and market volatility 00:01:18 Who allocation funds are designed for 00:03:30 Foreign exposure in Vanguard Global Wellesley Income fund 00:04:40 Dividend income focus at Vanguard Global Wellington and American Funds Capital Income Builder funds 00:05:22 Inflation‑protection strategies in Pimco and T. Rowe Price funds 00:07:45 Key takeaways on balanced and allocation funds   Watch more from Morningstar: Why Bond Funds Benefit from Active Management  These Top Tech Stocks Can Stand Up to AI Risks 2 Cautionary Tales from Private Equity and Private Credit Markets   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    11 min
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

Información

  • Canal
    Morningstar
  • Creador
    Morningstar
  • Años de actividad
    2008 - 2026
  • Episodios
    198
  • Clasificación
    Apto
  • Copyright
    © 2026 Morningstar, Inc.
  • Mostrar sitio web
    Investing Insights

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